Comments on Fund My Mutual Fund: Bookkeeping: Taking Some Solar Exposure off the Ta...

jp,thanks I had written an article last night but ...

2008-06-17T09:46:00.000-04:00

jp,

thanks I had written an article last night but I'm trying to space things out, 6-7 posts at most a day so people do not get overwhelmed. So I had it scheduled to post today.

fabrice,
my advice to any investor is build a framework and stick to your framework/system. Nothing will work 100% of the time; but if you find something that works 65% of the time you will be ahead of the pack. Nothing is foolproof and nothing is 100% consistent. Taking off shares when stocks hit resistance works for me much of the time; when it doesn't all I need to do is simply reverse course and pay up a bit.

But again solar is its own animal, similar to dry bulk shippers - where macro news seems to dominate the stocks.

As for what was said in Munich frankly I believe I've been saying much of the "news" coming out;, only when analysts get on board does it matter to investors at large. I find it a bit humorous.

Starting your article with technicals do not work ...

2008-06-17T02:21:00.000-04:00

Starting your article with technicals do not work on solar stocks and justify your strategy with technicals? I am lost...you are selling stocks trading at 11xPE+1 with a 83% earning growth (YGE)? there is a reason why these stocks are up since 2 days. My recommandations to you: 1-read the last solar monthly from Merrill 2-have a look at the Munich Intersolar agenda...

http://online.wsj.com/article/SB121365049025078831...

2008-06-16T21:44:00.000-04:00

http://online.wsj.com/article/SB121365049025078831.html?mod=googlenews_wsj

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